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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Sean Gross (CRD# 1989584) is an Investment Advisor Representative working at Telos Wealth in Wenatchee, WA and has over 33 years of experience in the finance industry. Sean Gross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sherry Gustin (CRD# 1502636) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wenatchee, WA and has over 37 years of experience in the finance industry.
Sabine Harm (CRD# 2790310) is an Investment Advisor Representative working at Long Term Investors, LLC in Wenatchee, WA and has over 27 years of experience in the finance industry. Sabine Harm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Craig Homchick (CRD# 4467297) is an Investment Advisor Representative working at Long Term Investors, LLC in Wenatchee, WA and has 1 year of experience in the finance industry. Craig Homchick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Juan Ibarra (CRD# 5884276) is an Investment Advisor Representative working at Edward Jones in Wenatchee, WA and has over 13 years of experience in the finance industry.
Ronald Ivanick (CRD# 2406858) is an Investment Advisor Representative working at Lpl Financial LLC in Wenatchee, WA and has over 25 years of experience in the finance industry.
Joseph Johnson (CRD# 5823921) is an Investment Advisor Representative working at Lpl Financial LLC in Wenatchee, WA and has over 13 years of experience in the finance industry. Joseph Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lisa Johnson (CRD# 1478720) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 37 years of experience in the finance industry.
Robert Johnson (CRD# 1058792) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 41 years of experience in the finance industry.
Kelly Kortman (CRD# 4190117) is an Investment Advisor Representative working at Icicle Creek Investments in Leavenworth, WA and has over 23 years of experience in the finance industry.